Working with you, our Private Wealth team undertakes a personalized financial needs analysis, formulating strategy around your goals and objectives. They create a roadmap that can be used to guide you towards security, for you and your family, now and in the future.
Our team, will look after all aspects of your finances and are dedicated to finding solutions.
- Strategic financial planning advice
- Pre and post-retirement projections
- Implementation and ongoing management of financial strategy
- Risk management
- Superannuation advice
- Estate planning
- Buy/sell agreements
- Personal insurances
- Aged care planning
- Investment advice
- Financial needs analysis
Matthews Steer Pty Ltd is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd.
ABN 26 098 725 145, AFS Licence No. 234459, 114 Albert Road, South Melbourne, VIC 3205.
The information in the Matthew Steer website is of a general nature only. It does not take into account your personal objectives, financial situation or needs. The information on this website does not constitute financial, investment or taxation advice and should not be relied on as such.
Before making any decisions involving financial products or services, you should read the relevant Financial Services Guide (FSG) and any applicable Product Disclosure Statement (PDS) before making any decision. We also recommend that you seek independent professional advice as to the suitability of the products or services which is relevant to your particular financial circumstances.
Information on matthewssteer.com.au applies to Australian residents only.